Our Clients | Schneider Wealth Management

Who Works with Us

The best client fit is one who currently works or has previously worked in the technology field. Often as an engineer. Through referrals and household moves our clients now live all over the world. They typically have net worth's ranging from $4 million to $25+ million with usually at least $2M in investable assets. Most are down to earth savvy successful professionals in their 30's, 40's, and 50's+. They are often used to being one of the smartest in a room and are simultaneously kind and thoughtful.

Below is a sampling of some of our clients who work with us to navigate their employee equity through financial planning and investment management:

Reviews from current clients: "Meredith has worked with us for 6 years. We appreciate that she is respectful of our goals and investment philosophy. She is communicative and always clarifies what she understands to be our questions. She is always patient with our questions. Her aide, Kim, is a great help as well. We are very happy working with the Schneider Wealth Management team." Bonnie S.

"We've worked with Meredith for a number of years and we've been very happy with the results. Meredith has done a great job understanding our family goals. She leveraged this knowledge to help set us up with a solid plan that has guided a number of decisions and trade-offs. I would definitely recommend working with Meredith for any individual or couple looking for financial planning support!" Chad R.

"I have worked with Meredith since 2019. Highly recommend her. She is both numbers-smart and people-smart, meaning she really listens to you and tailors strategy based on your goals. She is a great communicator, with a special talent for distilling financial situations into clear, concise terms." Melissa R.